ASSURA PLC Broker: DEGIRO 1stelijns ZORG VASTGOED BEURS: LSE, FTSE250 UK's leadingHealthcare REIT FTSE High Yield 350

ISIN: GB00BVGBWW93Ticker: AGR, AGR.L,

Marktkap: 1,5miljard UK£ AGR:LN, (X)LON:AGRProperties: 475Werknemers: 48 Transparantie: site

''Making a Difference'' Klanten:General Practicioners Actief in PR & PublicAffairs67%, NationalHealth NHS 18%

Vision: We're helping GPs and the NHS bring care closer to home by creating the modern fit-for-purpose buildings thatdoctors say they urgently need, in the right places for patients. SECTOR Opportunity Putting Patient & Caregivers 1st

FINANCECurrency: £ let op: LSE noteert penniesStrong Buy: 3, Hold 1 (4 sources)Div.Yield 4% of circa 0,68 Uk£

ETFs: Invesco Powershares: FTSE RAVIStateStreet: PX SPDR.

Asset Managers: Major Interest: Invesco, Blackrock, Standard Life Aberdeen, Schroders, Resolution Capital. Voting: CCLA Funds (charity IM), Cohen&Steers, North East Scotland Pension Fund, SPMS (St Pensioen-fonds Medisch Specialisten, StateStreet.

Lender: Aviva

Drs Alcanne J Houtzaager MA, Inclusive² Impact Investing Tools & Thoughtpieces, p. 1

IMPACT

Founding lister Social Stock Exchange 2015Allstreet Impact Report 2017 (for Social Stock Exchange)p. 43-45 Impact Matrix WhoBenefits: Increased access to safe primary care facilities that provide integrated health services based on their needsfor 3.7 million patients provided by 2380 GPs.

CSRHub score: Total 49: Community 45, Employees 54Environment 48, Governance 48, Sources: 8 (10).

UN Sustainable Development Goals#SDG3: Health & Wellbeing#SDG11: Cities #AccesstoHealthServices#SDG12: Infrastructure #healthproperty

CONCLUSIEAssura plc is marktleider ontwikkeling van vastgoed voor lokale 1e lijnsgezondheidzorg. Marketing: behoeften patiënten & de gemeenschap, GP's & NHS. Local development & management sourcing en vastgoed & milieu inzet: 6 BREEAM keurmerken.&Financieel heeft Assura plc het vertrouwen van institutionele investeerders & fondsbeheerders & -bouwers, biedt 4% dividend & krijgt positieve outlook met mn strong buy adviezen en 1 hold.

Blogger = belegger sinds 12jan18

AANBEVELINGEN Monitoren op impact metrics, impact kwaliteit & impact scaling ambities. Issue: lijkt delisted van de SocialStockExchange & ontwikkelt/publiceert geen 'eigen' impact rapportages.

Drs Alcanne J Houtzaager MA, Inclusive² Impact Investing Tools & Thoughtpieces, p. 2

1st Inclusive Impact Investment rating

Assura Plc gets a Public Equity Impact Investment Rating©: buy. Why? Because of it's clear core activity & purpose, asset backed, available, affordable & attractive: finance shows 4% div. positive analysts outlook & big backers.

Impact Investment Rating© Is based on essential characteristics for inclusive impact investing:

IMPACT LEVEL: 3: ESG opportunity & 5: (Local) Access to Basic Need: Care PRODUCT CHARACTERISTICS:

It's Available & Affordable: offered by Dutch price fighter broker DeGIRO & traded at the London Stock Exchange at about 68 UK pennies. Assura seeks additional capital to organically grow it's core activities.

It's Attractive: with positive analysts outlook from Liberum Capital & Peel Hunt and a recent FT anonymous poll (4).Assura Plc stock gives 4% dividend yield and is part of the FTSE250 & FTSE High Yield 350. It is held by institutional investors: asset managers Invesco & StateStreet offering it in ETF's, charity advisor CCLA Fund, and pension funds: the Dutch Medical Specialists Fund & North East Scotland Pension Fund. Aviva, a UK insurance company & asset manager with an excellent CSR reputation, lend it long term debt (170MUKp)

IMPACT METRICS Delivered by Allstreet in it's annual impact report of members of the Social Stock Exchange.'WhoBenefits: Increased access to safe primary care facilities that provide integrated health services based on their needs for 3.7 million patients provided by 2380 Gps'. Assura plc was a founding listing company of the Social Stock Exchange, but has not published impact reports and seems de-listed since 2018.

CSRHub score: Total 49: Community 45, Employees 54 Environment 48, Governance 48. Sources: 8 (10).

UN Sustainable Development Goals #SDG3: Health & Wellbeing, #SDG11: Cities #AccesstoHealthServices & #SDG12: Infrastructure #Healthproperty

Drs Alcanne J Houtzaager MA, Inclusive² Impact Investing Tools & Thoughtpieces, p. 3

IMPACT ASSET CLASSESAssura Plc develops property in the UK for General Practitioners (67%) & the National Health Service (18%). It's mission is: 'to bring care closer to home by creating the modern fit-for-purpose buildings that doctors say they urgentlyneed, in the right places for patients.' Assura Plc properties facilitate health & care services to ill & old people & children in developed markets.

IMPACT INVESTMENT TYPE: DIRECTAssura plc core activity is developing property designed for Basic Need Local Health Services.

CONCLUSION

Assura Plc is an organically growing local health care property developer surveying clients & communities on needs and desires. Sourcing locally and introducing environmental management systems such as BREEAM.Finance check shows high yield, positive analyst outlook and institutional (major interest & voting) support

RECOMMENDATION for investors (and Assura plc): Monitor impact awareness, ambition and performance. The website offers information on it's marketing activities, but focuses more on output, maybe outcomes (PR&PA) not yet on impact. Note that it is a small company with 48 employees and in Nov17 announced ambition to raise 300millionUK£ through shares for property development.

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Impact Investment Rating©

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Website: https://impactinvestmentne.wixsite.com/alcanne

Drs Alcanne J Houtzaager MA, Inclusive² Impact Investing Tools & Thoughtpieces, p. 4